See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,096 | $61,660-12.3% | $80,019-32.4% | $64,186-15.7% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | -7.62% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,483 | $1,810+258.1% | $2,468+162.7% | $2,381+172.3% |
| Participant deferral / active EE | $666 | $2,968-77.6% | $3,686-81.9% | $3,470-80.8% |
| Admin fee / account holder | $5,486 | $5,417+1.3% | $6,521-15.9% | $4,888+12.2% |